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Oct 23, 2012
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here in north america, the business has been excellent. we are seeing so far, almost 20% growth here in north america. it is a bit of a renaissance here for automotive manufacturing in north america. we are benefiting from that trend. yes, we have seen weakness in europe. the overall strength of what we have been doing or the loc localization of our capacity in the markets in china are really helping us to capitalize on what has been a solid trend here in north america. >> one of the big weaknesses in due pot was a whitener which has been responsible for 60% of the growth in the last two quarters. you are a buyer of titanium dioxide. i presume that dupont's woes could be good for your company. and still, year over year in the third quarter here in 2012, the prices for tio 2 in north america are higher that be they were a year ago. that trend has changed during 2012 we have seen some declines, prices are still higher than they were last year, but we are getting moderation in this chemical commodity that is an in perform component in our for
here in north america, the business has been excellent. we are seeing so far, almost 20% growth here in north america. it is a bit of a renaissance here for automotive manufacturing in north america. we are benefiting from that trend. yes, we have seen weakness in europe. the overall strength of what we have been doing or the loc localization of our capacity in the markets in china are really helping us to capitalize on what has been a solid trend here in north america. >> one of the big...
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Oct 30, 2012
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north america drove it for ford. they earn $2.3 billion in north america last quarter. profit margin, listen to this, an all-time record high, any quarter at any time in ford's history, 12% in north america. what was driving that 12% profit margin in north america? mainly volume and pricing. both of those improved substantially, but also they got a $400 million gain from hedging because they have the commodities market working in their favor. the bottom line, things are moving very well in ford north america, but when you look at europe as we talked about last week with the restructuring the company now saying it could lose up to $3 billion in europe over the next couple of years. so that's the story with ford, and melissa, quickly want to bring you up to date in terms of i'm hearing regarding the airports. people in the airline industry, people in new york, hearing jfk and laguardia, there is little confidence they're going to be able to open those airports by tomorrow night. certain certainly laguardia is in much worse shape an jfk. some of the problems we're hearing
north america drove it for ford. they earn $2.3 billion in north america last quarter. profit margin, listen to this, an all-time record high, any quarter at any time in ford's history, 12% in north america. what was driving that 12% profit margin in north america? mainly volume and pricing. both of those improved substantially, but also they got a $400 million gain from hedging because they have the commodities market working in their favor. the bottom line, things are moving very well in ford...
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Oct 31, 2012
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the jeans are up about 9.5% in north america. it's clearly somewhat of an execution market on the product side. the focus will be on product, improving that product. investments a point and sale, at retail to really enhance the brand's presentation. i think we know exactly what needs to be done in north america. and our management team in europe, that's done such an extraordinary job with tommy hilfiger, along with the warnaco management team. i think with that infrastructure and a much larger operating platform, can really take that business and turn it around and bring it back to its historical levels of profitability. >> can't resist. october looked looked like a good month for you guys. >> october was a very strong month. as part of the announcement, we updated guidance. we were just recently up grated about four weeks ago with our analyst presentation. so business has been strong. calvin, tommy both in the high business. tommy's european business, comps are running up 15%. so i'm not sure anyone is doing that well in europe.
the jeans are up about 9.5% in north america. it's clearly somewhat of an execution market on the product side. the focus will be on product, improving that product. investments a point and sale, at retail to really enhance the brand's presentation. i think we know exactly what needs to be done in north america. and our management team in europe, that's done such an extraordinary job with tommy hilfiger, along with the warnaco management team. i think with that infrastructure and a much larger...
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Oct 30, 2012
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you look at north america $2.3 billion is what ford earned in north america in the third quarter, profit margin highest of any quarter in the company's history in north america, 12% overall profit margin at 6.3%. coming up on "power lunch" we'll talk with cfo bob shanks about the impact this storm has had on the dealerships and the auto industry in the new york area. >> they beat in the earnings by ten cents, higher than expected, the revenue light. is it all about the profit margins in north america, that's where they made up that ground? >> north america is what really drove it, becky, and they had a strong finish to the quarter. i asked what are you seeing with the strength in north america? $300 million more in volume, $400 million more in terms of pricing and cost contributions including $400 million from hedging, last year they had a loss with hedging, this year because of hedging and commodities they had a gain of $400 million. that's where the strength is in the quarter in north america. >> what did they say about europe? >> the only positive note from europe is that they saw a v
you look at north america $2.3 billion is what ford earned in north america in the third quarter, profit margin highest of any quarter in the company's history in north america, 12% overall profit margin at 6.3%. coming up on "power lunch" we'll talk with cfo bob shanks about the impact this storm has had on the dealerships and the auto industry in the new york area. >> they beat in the earnings by ten cents, higher than expected, the revenue light. is it all about the profit...
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Oct 17, 2012
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the problem is north america and their growth market. that's where you have to sit there and go what does it mean for the future and everything else? ibm is a pretty big company. at the end of the month they're launching their newest product, and that's when you see the big uptick in demand. when you say the growth markets are a problem combined with north america, it looks like the problems are spreading from europe to potentially some of the other regions. we have to wait and see. the other thing you have to remember is this is ibm's fifth miss in a row at the top line. nobody cares because the fed is stimulating and the ecb is stimulating, and we all feel good because the stock market is high. that doesn't mean fundamentals are good. >> how does the concern i sense in your voice translate into investment decisions you would make today? >> i think people have to sit back today and try to separate out two things, and it was brought up a little earlier. you had very big companies, not just in tech, come out and tell you there's a lot of
the problem is north america and their growth market. that's where you have to sit there and go what does it mean for the future and everything else? ibm is a pretty big company. at the end of the month they're launching their newest product, and that's when you see the big uptick in demand. when you say the growth markets are a problem combined with north america, it looks like the problems are spreading from europe to potentially some of the other regions. we have to wait and see. the other...
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Oct 5, 2012
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in recent years we found a tremendous amount of oil and gas here in north america, places like the bakken shale and eagleford shale in texas. in fact, we have so much oil in these places that we don't have nearly enough pipeline infrastructure to transport the stuff to where it is needed from point a to point b. so they're using trains and trucks to do the shipping. i've been a fan of the pipeline stocks on this show, as you know. sources of great income because they're like toll roads. they pay bountiful dividends. the pipeline business is, i think, maybe a multiple year growth industry. if you want a growth oriented pipeline play, look no further than enbridge, enb. the big canadian company, one that carries 70% of all canada's oil exports in the united states. it has more than $30 billion worth of secured and potential projects on the drawing board. not to mention creation of tens of thousands of jobs, maybe even more. something that governor romney suggested last night could happen if we simply unleash the power of the energy industry and the infrastructure demands. they yield 2.8%, t
in recent years we found a tremendous amount of oil and gas here in north america, places like the bakken shale and eagleford shale in texas. in fact, we have so much oil in these places that we don't have nearly enough pipeline infrastructure to transport the stuff to where it is needed from point a to point b. so they're using trains and trucks to do the shipping. i've been a fan of the pipeline stocks on this show, as you know. sources of great income because they're like toll roads. they...
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Oct 10, 2012
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our biggest market is still here in north america. >> speak of north america, how concerned are you about fiscal cliff and what it might do to consumer demand here or business demand for your products? >> well, i think i'm a realistic optimist. i don't think we'll hit the fiscal cliff. i don't think that was intended by the members of congress. we're kind of going to probably deal with this at the 11th hour and the 59th minute. i think we'll manage through it because everybody, i think, in congress knows that wouldn't be a good thing for the economy. that's what's most important right now. >> jamie dimon of jpmorgan today revealed that they've set up a war room to monitor the fiscal cliff and to set up strategies just in case. are you? >> well, we lived through 2008 and '09. actually came through it as a stronger company. we watch what our customers are doing. we're in the business of making products to sell to customers who in turn sell them to consumers. we're in the packaging and paper business. we're watching our customers' orders very carefully. basically, the economy feels like it's
our biggest market is still here in north america. >> speak of north america, how concerned are you about fiscal cliff and what it might do to consumer demand here or business demand for your products? >> well, i think i'm a realistic optimist. i don't think we'll hit the fiscal cliff. i don't think that was intended by the members of congress. we're kind of going to probably deal with this at the 11th hour and the 59th minute. i think we'll manage through it because everybody, i...
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Oct 3, 2012
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i aurrgued that the term structe is showing an aabundance of crude in north america. when you get that sort of circumstance the market has crude oil bidding for storage. that continued for the past several days and now this news out of iran. we have seen workers and inflation protests in the past. they have broken down and diminished after the police came in to quell them. let's hope that something more happens and that regime is turned out. >> what do you think this means for the nuclear talks? is this now going to be pushed out because ahmadinejad has hid hands full with something a little more domestic. i know that was something a lot of traders had their eyes on whether or not those talks actually happened and how conciliatory or not they have been. >> i think ahmadinejad has his hands absolutely full right now. michelle had a great point. historically regimes are changed and thrown out when inflation occurs. the chinese are aware of that. that is when you get the changes. if i were ahmadinejad the last thing i would be concerned about right now is my nuclear faci
i aurrgued that the term structe is showing an aabundance of crude in north america. when you get that sort of circumstance the market has crude oil bidding for storage. that continued for the past several days and now this news out of iran. we have seen workers and inflation protests in the past. they have broken down and diminished after the police came in to quell them. let's hope that something more happens and that regime is turned out. >> what do you think this means for the nuclear...
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Oct 4, 2012
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i want to get america and north america energy independent so we can create those jobs. >> if you're bullish on coal, you're going to like this. take a look at how we performed today in the sector. arch coal up almost 8%. alpha natural up almost 7%. utility stocks also higher. wells fargo saying this is a sector that could do well under a romney administration. we have con ed up about 1%. on the flip side, hospital stocks didn't do so well. a romney win doesn't bode as well for obamacare, and hence big hospital stocks fell. you can see here one of the biggest losers in the session. it was a good start for mitt romney, but it is still early. there are two more presidential and one vice presidential debate to go as the campaign heads into the final month before the election. maria, back to you. >> all right, court. thanks so much. so what the rally today really in response to that positive showing by governor romney, or is there something else at work here? joining us right now to talk about it. good to see you all. thanks so much for joining us. michael, what do you think was behind t
i want to get america and north america energy independent so we can create those jobs. >> if you're bullish on coal, you're going to like this. take a look at how we performed today in the sector. arch coal up almost 8%. alpha natural up almost 7%. utility stocks also higher. wells fargo saying this is a sector that could do well under a romney administration. we have con ed up about 1%. on the flip side, hospital stocks didn't do so well. a romney win doesn't bode as well for obamacare,...
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Oct 17, 2012
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i'll get america and north america energy independent by more drilling, more permits and licenses, we're going to bring that pipeline in from canada, how in the world the president said no to that pipeline i will never know. this is about bringing good jobs back for the middle class of america. and that's what i'm going to do. >> mr. president, let me see if i can move you to the gist of this question which is are we looking at the new normal. tomorrow morning a lot of people will wake up and fill up and they will find that the price of gas is over $4 a gallon. is it within the purview of the government to bring those prices down or we looking at the new normal? >> candy there's no doubt that world demand has gone up. but our production is going up and we're using oil more efficiently. and very little of what governor romney just said is true. we've opened up public lands. we're actually drilling more on public lands than in the previous administration. and my -- the previous president was an oil man. and natural gas isn't just appearing magically. we're encouraging it. and working with
i'll get america and north america energy independent by more drilling, more permits and licenses, we're going to bring that pipeline in from canada, how in the world the president said no to that pipeline i will never know. this is about bringing good jobs back for the middle class of america. and that's what i'm going to do. >> mr. president, let me see if i can move you to the gist of this question which is are we looking at the new normal. tomorrow morning a lot of people will wake up...
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Oct 24, 2012
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>> north america, we'd like to retain the north america right, license it out. >> okay. well, this is exactly -- you know, look, we want to continue to follow your company. we've done so well talking about these kinds of companies and i think yours is a definite winner. thank you so much. >> thank you very much. >> dr. francois nader. we were in it, got good news, left it, you go back to it, there's a lot in the pipe here. stay with cramer. thank you. >> thank you very much. [ horn honks ] hey, it's sandra -- from accounting. peter. i can see that you're busy... but you were gonna help us crunch the numbers for accounts receivable today. i mean i know that this is important. well, both are important. let's be clear. they are but this is important too. [ man ] the receivables. [ male announcer ] michelin knows it's better for xerox to help manage their finance processing. so they can focus on keeping the world moving. with xerox, you're ready for reasiness. >>> as the market not just another day of losses and uncertainty begins to soar, it's a bad market, maybe it won't b
>> north america, we'd like to retain the north america right, license it out. >> okay. well, this is exactly -- you know, look, we want to continue to follow your company. we've done so well talking about these kinds of companies and i think yours is a definite winner. thank you so much. >> thank you very much. >> dr. francois nader. we were in it, got good news, left it, you go back to it, there's a lot in the pipe here. stay with cramer. thank you. >> thank you...
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Oct 25, 2012
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we got south america, north america. obviously early 1500s. >> that's actually from 1540. that's the first printed map of the western hemisphere. it's also the first map, if you look just there, to name the pacific ocean. >> price? >> price on that is $450,000. >> if i invest in one of those, how much would i expect to appreciate? >> it's very difficult to say that. on the whole in the last 20 years, maps have shown to be a very good investment. as with everything, investments can go up as well as down. >> it's amazing how well preserved they are. 1473. if one of our viewers were to buy that, how would they have to store it? how could they keep it? >> basically, the real enemy of old paper is lots of water. you want to keep it reasonably dry. >> don't read that in the bathtub. >> exactly. >> and do i have to be wealthy? haven't you got, for example, some investable maps or rare books that would be in the hundreds of dollars as opposed to the millions? >> certainly. we start from $500 and go up to $5 million. walk with me here, another map that is certainly more affordable
we got south america, north america. obviously early 1500s. >> that's actually from 1540. that's the first printed map of the western hemisphere. it's also the first map, if you look just there, to name the pacific ocean. >> price? >> price on that is $450,000. >> if i invest in one of those, how much would i expect to appreciate? >> it's very difficult to say that. on the whole in the last 20 years, maps have shown to be a very good investment. as with everything,...
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Oct 1, 2012
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, north america. asia. >> and explain to me the break down of the market in terms of who is still spending money and going on cruises? geographically and income sectors. >> cruising is somewhat of an upscale purchase, but our demographics are not so wildly upscale. i guess could you say average household income would be something in the vicinity of $60,000 or 70,000 pounds or $100,000 p abo1 o00. average age is 44, so we basically capture everybody that takes holidays. and that's a fairly broad demographic that we're after and the nice thing is that we're seeing people across the whole world catch on to the value of cruising. >> fuel costs are extraordinarily high. do you hedge those out? >> we do have an active hedging program. typically two years out from the current day, we're about 50% to 60% hedge, so we pick up hedges to keep that ratio going forward. as prices have been increasing over recent years of course that hedging program has been very beneficial to us. but you're right, the pressure tha
, north america. asia. >> and explain to me the break down of the market in terms of who is still spending money and going on cruises? geographically and income sectors. >> cruising is somewhat of an upscale purchase, but our demographics are not so wildly upscale. i guess could you say average household income would be something in the vicinity of $60,000 or 70,000 pounds or $100,000 p abo1 o00. average age is 44, so we basically capture everybody that takes holidays. and that's a...
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Oct 30, 2012
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. >> and north america, the continuing theme throughout earning season, here in the united states things seem to be okay for the third straight quarter of more than $2 billion. more than $2 billion in sales. >> case-shiller also out this morning up half a percent in line on adjusted basis. we've been talking about that this morning. interesting to see how the storm will affect the housing market at large. >> and the apple story. >> the apple story. >> apple i find when it first happened i was looking at jim cramer on twitter, immediately you have to sell out. you have to sell out. whatever apple says, you have to sell apple. these two people who are out been promoted, you have to sell apple. the psychology of apple has gone from being this is an up stock to being i have to get out, it's important to recognize that has been a psychological shift on the stock. >> we'll have much more on all these stories later on in the show. meantime, damage assessments continuing all up and down the northeast seaboard. to eric fisher who is in narragansett, rhode island. eric? >> reporter: cnbc says we'r
. >> and north america, the continuing theme throughout earning season, here in the united states things seem to be okay for the third straight quarter of more than $2 billion. more than $2 billion in sales. >> case-shiller also out this morning up half a percent in line on adjusted basis. we've been talking about that this morning. interesting to see how the storm will affect the housing market at large. >> and the apple story. >> the apple story. >> apple i find...
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Oct 2, 2012
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and in north america. this created our flexibility to enable this production facility to come online and fuel the future growth through what is different from the competition. >> a lot of discussion about what labor costs in particular have done in countries like china over the past year. it's simply not as economical to build things in that country as it was a few years ago. did that play into this decision, and do you think we're at a tipping point where on a cost basis it makes sense if you're going to start something new to do it in this country instead of somewhere else? >> what i look is more not a pure cost play. i look at the value in the customer differentiation it brings. i believe there's a certain part of the market i'm excited about that really will embrace not only what u.s. manufacturing does by itself, but also what you can provide the customer through a differentiated customer experience as to services, logistical support and et cetera. i think now that the cost -- right now the labor elem
and in north america. this created our flexibility to enable this production facility to come online and fuel the future growth through what is different from the competition. >> a lot of discussion about what labor costs in particular have done in countries like china over the past year. it's simply not as economical to build things in that country as it was a few years ago. did that play into this decision, and do you think we're at a tipping point where on a cost basis it makes sense...
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Oct 9, 2012
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chinese companies trying to bid for oil and gas or mining resources in north america, not just in the united states, but also canada have been turned back. so there is definitely a distrust there of companies linked or based in china in a couple of key sensitive sectors. >> and we're seeing zte shares down 5.5% this morning. is that because this decision may end up impeding business not just in the u.s. for them but in a lot of western countries? >> i think that's true. they've done the best in emerging markets, so selling in to the africa and middle east and central asia and latin america and they really haven't expanded as quickly as they would like to in some of the developed markets. there's a lot of reasons for that, but part of it are these connections to the chinese government. zte is directly tied in terms of ownership. huawei is private, but there are lingering concerns that they still have connections to the chinese government. >> thanks for your thoughts. coming up after this, we'll be live in brussels as mario draghi continues to address the european parliament. >> he's sa
chinese companies trying to bid for oil and gas or mining resources in north america, not just in the united states, but also canada have been turned back. so there is definitely a distrust there of companies linked or based in china in a couple of key sensitive sectors. >> and we're seeing zte shares down 5.5% this morning. is that because this decision may end up impeding business not just in the u.s. for them but in a lot of western countries? >> i think that's true. they've done...
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Oct 23, 2012
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so oil prices are going down and the other one is, the united states and canada north america is producing a ton of oil this is going to change the whole balance. i saw a whole story dade that derivatives can get us to ten million darells a day now. who cares about iran. they are a bunch of crazy pikers for god's sakes. >> they are becoming less relevant by the day. the longer they persist in going down this road of trying to push this issue the more isolated the less the world needs their oil. they can be replaced by saudi arabia. when the u.s. gets it's act together and has a policy that will allow us to get to those levels we won't be talking about irony more. >> give us a forecast. >> a lot of it will be dry vivey the election between now and then. i think we can see a pull back here into the low 80s. >> we are going to have a special guest tomorrow evening. former fed governor kevin p awa. let's turn to last night's debate. and obama's shocking declaration. he swore no across the board budget cuts. some say he has given away his tax hike leverage. coming up both have received endorsem
so oil prices are going down and the other one is, the united states and canada north america is producing a ton of oil this is going to change the whole balance. i saw a whole story dade that derivatives can get us to ten million darells a day now. who cares about iran. they are a bunch of crazy pikers for god's sakes. >> they are becoming less relevant by the day. the longer they persist in going down this road of trying to push this issue the more isolated the less the world needs...
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Oct 30, 2012
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america canceled, but rather limited so far. air france which is the french unit canceled only six flights day to new york, washington and boston, so of course very limited compared to the daily volume of flights at air france. so don't expect too much negative impact here. also of course nyse as the new york stock exchange will remain closed today. this is going to have an impact also on the nyse share price could suffer, although once again rather limited compared to the revenue of the company. that's all we can say for the time being. back to you. >> definitely an interesting debate whether or whether not the storm will have a long lasting impact. from the american views, we know that we are overblowing it a little bit and that it's actually all calming down. now let's have a look at the atx. up 1.1% as we speak. the market likes what they had to say andle also we exclusively spoke to the ceo and asked him how he actually managed the turn around of erste. >> we cleaned up a lot of things a year ago and this year is just a nor
america canceled, but rather limited so far. air france which is the french unit canceled only six flights day to new york, washington and boston, so of course very limited compared to the daily volume of flights at air france. so don't expect too much negative impact here. also of course nyse as the new york stock exchange will remain closed today. this is going to have an impact also on the nyse share price could suffer, although once again rather limited compared to the revenue of the...
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Oct 9, 2012
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we lowered the forecast for several markets most significant in north america. demand in china has weakened. the company is saying it is taking action to cut costs which may include plant shut downs or work week reductions. they expect to reduce its workforce by between 1,000 and 1,500 people by the end of the year. >> a little bit of cheer for everybody in that. it lowered last quarter. the stock got crushed. >> and then it came out. >> they announced what they had preannounced and the stock rallied on that as the whole market rallied. this sounds to be a little worse than that. i have cumins. they tend to be cautious. there is a lot not to like. >> there is a lot of bad. >> this is a big level. 85 level obviously the level karen is talking about is 83 and change. twice before the bleeding stopped around the 85 level. see if it holds tomorrow. see if it is support or resistant tomorrow. >> what are you seeing? >> we highlighted in our morning meeting this morning that yesterday we were seeing something unusual. november 80 puts. i think this is interesting when
we lowered the forecast for several markets most significant in north america. demand in china has weakened. the company is saying it is taking action to cut costs which may include plant shut downs or work week reductions. they expect to reduce its workforce by between 1,000 and 1,500 people by the end of the year. >> a little bit of cheer for everybody in that. it lowered last quarter. the stock got crushed. >> and then it came out. >> they announced what they had...
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Oct 2, 2012
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the kraft piece, the north america piece is kind of a steady staple, almost a little boring packaged food company but you will get a 4.5% dividend yield and grow 7% to 8% a year. it is a little rich for me. >> what should it be? >> i think under 15 is more attractive. you are talking about mid single digit earnings growth. that sounds expensive whereas mondelez is 17 times and growing at a premium growth rate and you have an upside. >> i agree with stephanie. traditionally it is very, very well. there was a study that said 62% being very, very strong. it is better in terms of interest, stock option. it is exciting the startup again and make money and have an immact on it. >> earlier as you recall we discussed whether consumer trade is running out of steam. let's get an inside on someone who runs one of the oldest real estate trusts. welcome to the show. first of all i want to talk about qe 3 because that has helped a lot. can you outline the way of thinking about it and that is refinancing debt to lower interest rates and then also using that to go and acquire. how is it impacting yo
the kraft piece, the north america piece is kind of a steady staple, almost a little boring packaged food company but you will get a 4.5% dividend yield and grow 7% to 8% a year. it is a little rich for me. >> what should it be? >> i think under 15 is more attractive. you are talking about mid single digit earnings growth. that sounds expensive whereas mondelez is 17 times and growing at a premium growth rate and you have an upside. >> i agree with stephanie. traditionally it...
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Oct 30, 2012
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america. i think this acquisition could be a giant deal for clean harbor's huge needle mover and by far the most important piece of corporate news out there today. this stock has given us a nearly 46% gain since it first recommended back in june 2010. in recent months, down more than 20 points from its high. however, i bet clean harbor could get back to its long-term track record of outperformance. let's talk to the man himself, the terrific founder, chairman, ceo of clean harbors, hear more about the storm in the takeover news. welcome back to "mad money." >> nice to be with you, jim. >> alan, you have done hurricane work in the past. do you work for the insurers? for municipalities? companies? what's your exposure do you think if this one does turn out to be the big one for 60 million? >> well, it certainly -- we're ensuring the safety of all of our employees and facilities in the east of the united states. we have a lot of our operations in the mid atlantic and northeast. but we do have cre
america. i think this acquisition could be a giant deal for clean harbor's huge needle mover and by far the most important piece of corporate news out there today. this stock has given us a nearly 46% gain since it first recommended back in june 2010. in recent months, down more than 20 points from its high. however, i bet clean harbor could get back to its long-term track record of outperformance. let's talk to the man himself, the terrific founder, chairman, ceo of clean harbors, hear more...
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Oct 25, 2012
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>> north america, we'd like to retain the north american right, license it out. >> okay. well, this is exactly -- you know, look, we want to continue to follow your company. we've done so well talking about these kinds of companies and i think yours is a definite winner. thank you so much. >> thank you very much. >> dr. francois nader. we were in it, got good news, left it, you go back to it, there's a lot in the pipe here. stay with cramer. thank you. >> thank you very much. hmm, it says here that cheerios helps lower cholesterol as part of a heart healthy diet. that's true. ...but you still have to go to the gym. ♪ the one and only, cheerios try this... a migraine now. bayer? this isn't just a headache. trust me, this is new bayer migraine. [ male announcer ] it's the power of aspirin plus more in a triple action formula to relieve your tough migraines. new bayer migraine formula. >>> as the market notches another day of losses and uncertainty begins to soar, it's a bad market, maybe it won't be any good until after the election. well, it's still a perfect time to cir
>> north america, we'd like to retain the north american right, license it out. >> okay. well, this is exactly -- you know, look, we want to continue to follow your company. we've done so well talking about these kinds of companies and i think yours is a definite winner. thank you so much. >> thank you very much. >> dr. francois nader. we were in it, got good news, left it, you go back to it, there's a lot in the pipe here. stay with cramer. thank you. >> thank you...
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Oct 8, 2012
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north america and asia are the two big growth areas for accenture. what happens next? i can't help but notice on valuation, apple really isn't that high. some of the tech giants that are near highs, names like oracle and qualcomm also have pes below 20. if you believe apple's ipad or maybe ipad mini can cannibalize pc sales despite windows 8 coming out this month or google's growth trajectory with mobile ads and youtube can't continue, maybe those aren't such bad bets, guys. >> going to trade this, john. thanks for that. karen, you own apple and google, i want to ask you, because we had verrone on saying woe rather own google. at this point, have you been pairing your position in apple at all just from a portfolio management standpoint? >> no we had some quick spreads that we were long against some way out of the money calls. we unwound part of that trade today. sell willing some put spreads for exampletively getting longer, taking those out of the money calls. to use a clinton phrase, there's nothing wrong with a that will can't be fixed by what is right with apple. i
north america and asia are the two big growth areas for accenture. what happens next? i can't help but notice on valuation, apple really isn't that high. some of the tech giants that are near highs, names like oracle and qualcomm also have pes below 20. if you believe apple's ipad or maybe ipad mini can cannibalize pc sales despite windows 8 coming out this month or google's growth trajectory with mobile ads and youtube can't continue, maybe those aren't such bad bets, guys. >> going to...
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Oct 17, 2012
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>> growth in ebay is going to have to come, one, from north america, but to the extent their dependent upon overseas, particularly europe, given the fact the european economies don't show any signs of turning around. ebay clearly is dependent upon north american consumer growth story. we're seeing the channel competition is only getting greater. >> do you see someone benefits from this backdrop at ebay? >> i think in terms of what you were talking about earlier from the traditional channels trying to compete on a price basis with all the online venders, not just amazon, but perhaps ebay as well, people are talking about ebay now, a service that the company launched recently. five-day charge for same-day delivery from about 100 retailers. basically, they're running a delivery service. where's the margin in that? >> all right. we'll leave it there. david, thank you so much. see you soon. up next, a lot of heat generated from the energy policy talk last night during the presidential debate. >> that's the problem. in the last four years, you cut permits and licenses on federal land and fed
>> growth in ebay is going to have to come, one, from north america, but to the extent their dependent upon overseas, particularly europe, given the fact the european economies don't show any signs of turning around. ebay clearly is dependent upon north american consumer growth story. we're seeing the channel competition is only getting greater. >> do you see someone benefits from this backdrop at ebay? >> i think in terms of what you were talking about earlier from the...
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Oct 26, 2012
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they actually made money in north america but it is the european situation. now they are trying to reposition. tough situation but from a 52-week perspective, they're pretty low on the low end of the range. maybe you come in here and take a shot. >> down almost 11% on the trading session. >>> looking ahead to next week, you have your eye on ford. >> this is all about the european situation. you remember we've talked about this on "power lunch," that initial remanufacturing, they cut capacity by 18%. initially it was 300 million. now at 1.5 billion. is ford doing the right thing by shutting down those plants? we will see but they are a global bellwether. >> down better than 1% today in an otherwise kind of drifting market. we'll pay attention to that. >>> investing in the heartland. we'll speak to a top fund manager who only invests in smaller companies in the midwest. we'll get the real health of the corporate balance sheets in his economy and give you his top picks as well. >>> plus, it could be the storm of the century. the east coast bracing for hurricane
they actually made money in north america but it is the european situation. now they are trying to reposition. tough situation but from a 52-week perspective, they're pretty low on the low end of the range. maybe you come in here and take a shot. >> down almost 11% on the trading session. >>> looking ahead to next week, you have your eye on ford. >> this is all about the european situation. you remember we've talked about this on "power lunch," that initial...
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Oct 3, 2012
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but it's also about if a partner can come to us and help us outside of north america to accelerate all of the other exxon skipping trugs behind this drug, that could be a win-win for patients, for shareholders. the right thing to do for the program. but we are also preparing to develop these programs ourself. so we're not waiting for a partner and we're not slowing down the program and the progress of our program. >> sir, thank you. this is, again, the greatest one-day gain i've ever seen in my career. i want to thank chris garabedian for coming on "mad money." thank you so much, sir. congratulations. >> thank you, jim. >> this is an exercise in why i try to get you in the stock market. $14 stock goes to $45. can your paycheck do that? can a cd do that? can a simple stock do that? no. but a speculation that is well-informed can. mr. garabedian pulled it off. his company did. let's hope this drug really does fulfill the promise for these -- for this very tough illness. stay with cramer. >>> coming up, crucial quarter. vf corp is behind well-known brands such as north face, timberland an
but it's also about if a partner can come to us and help us outside of north america to accelerate all of the other exxon skipping trugs behind this drug, that could be a win-win for patients, for shareholders. the right thing to do for the program. but we are also preparing to develop these programs ourself. so we're not waiting for a partner and we're not slowing down the program and the progress of our program. >> sir, thank you. this is, again, the greatest one-day gain i've ever seen...
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Oct 29, 2012
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america. other people want to make friends. i'm trying to save you money. my job isn't just to entertain, it's to educate. call me a 1-87-387-cnbc. it's the first a weather has caused a shutdown since 1985. that's when hurricane gloria stopped all trading in its tracks. which gives me a classic opportunity to talk about how things have changed since is the last shutdown because it's an incredibly illuminating way to explain how more perfect the market has become in processing information. first some background. i got hired by goldman sacks a couple of years before gloria. i was an early riser getting into work early to find out how to help my clients and finding new clients. you didn't get much in the way of information. wall street journal, new york times. this was before the web. so i used to go to times square at 9:30 p.m. the night before to get what was known as the bulldog edition of "the new york time times". that give me enough time to scramble the jets and find out what deals were bei
america. other people want to make friends. i'm trying to save you money. my job isn't just to entertain, it's to educate. call me a 1-87-387-cnbc. it's the first a weather has caused a shutdown since 1985. that's when hurricane gloria stopped all trading in its tracks. which gives me a classic opportunity to talk about how things have changed since is the last shutdown because it's an incredibly illuminating way to explain how more perfect the market has become in processing information. first...
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Oct 23, 2012
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it's got to be all north america. so i think those make sense. west port innovations, wprt, those would make these engines that he could use. say romney wins, he gets executive order 13514. post office, from now on we're using truck that use westport engines. >> if we were to see an obama reelection, does this go off the table? are you just looking at green energy? or do you focus on some of these natural gas plays. >> hillary clinton gave a fantastic, under-noticed speech in georgetown last week. she's talking about the notion that the democrats have to start thinking were independent energy. but, again, they immediately took solar as part of it. it is much more difficult to make a coal thesis. they're not adverse to natural gas. and i think if you read the sub text of secretary clinton's speech, you could see natural gas be a winner, but never coal. >> we all know romney wants to be aggressive opn a number of nw ships. . >> very big downgrade last week just on valuation basis. general dynamics is cheaper. these are not like ronald reagan where
it's got to be all north america. so i think those make sense. west port innovations, wprt, those would make these engines that he could use. say romney wins, he gets executive order 13514. post office, from now on we're using truck that use westport engines. >> if we were to see an obama reelection, does this go off the table? are you just looking at green energy? or do you focus on some of these natural gas plays. >> hillary clinton gave a fantastic, under-noticed speech in...
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Oct 16, 2012
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america. other people want to make friends. i'm just trying to save you a little money here. my job is not just to entertain, but i'm trying to coach and teach you, so call me at 1-800-743-cnbc. we're looking for breakthroughs in all the wrong places. and perhaps we're right about all the wrong issues. consider the two amazing irons of the market. the first is the technology stocks remain the focus for a huge cohort of investors. they're the subject of much of the discussion when it comes to individual stocks. but when we aren't talking tech, we're focused on how foolish it is to buy stocks knowing that we're going to be soon falling off some giant fiscal cliff. >> agh! >> while we chatter about tech and the nation's finances, there are huge moves happening in the stock market, moves that are undeniably positive, even as they don't get their due. so i'm going to give them their due now, after i defrock exactly what everyone else always chatters about. i'm willing to smash these most talked abo
america. other people want to make friends. i'm just trying to save you a little money here. my job is not just to entertain, but i'm trying to coach and teach you, so call me at 1-800-743-cnbc. we're looking for breakthroughs in all the wrong places. and perhaps we're right about all the wrong issues. consider the two amazing irons of the market. the first is the technology stocks remain the focus for a huge cohort of investors. they're the subject of much of the discussion when it comes to...
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Oct 22, 2012
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america to stop supporting the bad guys. >> jim, here's the bad news. richard nixon said the same thing in 1973. when he said that, we imported 24% of our oil. we now import 60 some percent of our oil. it's getting lower. every president since then has said the same thing. it's just about gotten worse. >> first of all, i think that the big mistake that you never want to make is say american. it's never united states. it's north american. canada is the third largest in terms of tar sands. this is something that the president has not been keen on but romney doesn't differ much. if you are pro-coal, that's like diet coke versus coke. >> make fun of tar sands as dirty. >> if you are not going to distinguish among fossil fuels and make it so that they are energy independent, you can change the military budget. you don't have to spend so much money because you don't have to sit there and you have interviewed boone pickens many times. i think that message has gotten through even though harold, oil man, continental resources, is an important person for the ener
america to stop supporting the bad guys. >> jim, here's the bad news. richard nixon said the same thing in 1973. when he said that, we imported 24% of our oil. we now import 60 some percent of our oil. it's getting lower. every president since then has said the same thing. it's just about gotten worse. >> first of all, i think that the big mistake that you never want to make is say american. it's never united states. it's north american. canada is the third largest in terms of tar...
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Oct 26, 2012
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how about the case of international paper, ip, largest maker of container board and paper in north america. many are hostage to the fortunes of the broader economy. but international paper, under the leadership of its terrific ceo, has been transforming itself for years, selling off its land holdings, shifting from paper towards packaging products, and then buying temple inland earlier this year in a really fantastic deal that's allowing them to cut costs left and right while taking out a ton of capacity. plus, international paper pays you this juicy yield. they raised the dividend earlier this month. the company delivered what a lot of people thought was a two-cent earnings miss, and revenues came in a tad light, rising just 5.9% for the year. in response, the stock got dinged. of course, more importantly, it had a huge run going into the quarter. this is another case where great expectations meant the stock probably had to give up some points. now that it's pulled back, though, is it worth buying? let's check in with john faraci. he has a better sense of the quarter and what comes next.
how about the case of international paper, ip, largest maker of container board and paper in north america. many are hostage to the fortunes of the broader economy. but international paper, under the leadership of its terrific ceo, has been transforming itself for years, selling off its land holdings, shifting from paper towards packaging products, and then buying temple inland earlier this year in a really fantastic deal that's allowing them to cut costs left and right while taking out a ton...
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Oct 23, 2012
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in north america, the category was up about 10% again during the last three months, which makes it about 18 months straight where the category has been growing 10%. >> how much did the return of coupons help with that and incentives? how much are you having to insent vise the consumer to bring them in the door? >> our factory business by its nature is a promotional business because it's a discount p business. we have found that the added impetus of giving a consumer an additional discount to encourage them to make a purchase at the moment does really help. our sales in factory stores did bounce back after we reactivated it. however, on the full-price side, our promotional levels are modest. >> so let me go back to what i just asked because we didn't really get to it. in terms of resizing the business, expansion or pulling back, what's your agenda for coach? >> okay. well, first, because the category continues to be robust, we're continuing to open stores, especially dual-gender stores outside the u.s. in china, we'll be opening 30 womens and mens stores. a majority of the stores we're op
in north america, the category was up about 10% again during the last three months, which makes it about 18 months straight where the category has been growing 10%. >> how much did the return of coupons help with that and incentives? how much are you having to insent vise the consumer to bring them in the door? >> our factory business by its nature is a promotional business because it's a discount p business. we have found that the added impetus of giving a consumer an additional...
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Oct 4, 2012
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giev tot the get america and north america independent so we can create jobs. >> that was mom discussing his affinity, as you heard, for coal. regardless of who wins, you're likely to see moves. wells fargo showed how they'd perform. let's take a look. if president obama is re-elected they expect consumer staples and health care to get a boost. if romney wins, those will be the big winners. stephanie link, size this up. you've seen a bullback your way. . there's a lot of puts and gives here. it's very, very early. >> it's only a month out. >> place your bets. >> the way we're placing our bets is looking at fundamentals. you can't play it on who's going to win, who's not going to win. we don't know. it's too recall. i think, if you look at fundamentals and you look at financials for example and regulation, that's positive. health care repeal, that's positive. so you find pockets of stocks and ideas, thing in terms of coal and steael, we've been buying. i'm looking at cliff natural resources. that stock is actually cheaper and they're a big producer. i think there are definitely places you
giev tot the get america and north america independent so we can create jobs. >> that was mom discussing his affinity, as you heard, for coal. regardless of who wins, you're likely to see moves. wells fargo showed how they'd perform. let's take a look. if president obama is re-elected they expect consumer staples and health care to get a boost. if romney wins, those will be the big winners. stephanie link, size this up. you've seen a bullback your way. . there's a lot of puts and gives...
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Oct 10, 2012
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>> we have big collectors in north america. again, russia. china is growing quite dramatically. all over the globe. >> how much money can you make investing in whiskey? >> we produce the diamond jubilee bottle this year. about three months later, that has doubled in price. last year we produced a bottle for the royal wedding. tripled in price. >> can you hold it for a long time, like wine? will this last almost inperpetuity? >> perfect. as long as you keep the cork in that bottle. that will last as long as you want. it doesn't change materially. >> to what degree do you create investing category of bottles by, for example, having a limited edition? when we say limited, how limited? how many bottles would you give out? >> if you look at this here, there are only 400 in the world. this particular one would be 285. very, very limited for the whole world. >> what does that cost? the one by mandy. >> the one by mandy is $20,000 only 400 in the world. >> $20,000? >> $20,000. >> where would i go if i wanted to resell it, cash in my investment, so to speak? is this through action, priva
>> we have big collectors in north america. again, russia. china is growing quite dramatically. all over the globe. >> how much money can you make investing in whiskey? >> we produce the diamond jubilee bottle this year. about three months later, that has doubled in price. last year we produced a bottle for the royal wedding. tripled in price. >> can you hold it for a long time, like wine? will this last almost inperpetuity? >> perfect. as long as you keep the cork...
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Oct 5, 2012
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i believe within eight years america, north america rather should be energy independent and that want requires all those source of energy. and that will keep the price at the pump moderated. means good jobs for americans. it's been calculated if we're serious about energy, really take advantage of the energy resources we have, that you're going to create some 3.5 to 4 million jobs. i know right now you're thinking about one job. your job. i'm thinking about your job as well. person by person. every american deserves a good job. people are hard-working right here in this community. i want to make sure your jobs stay here, grow here and provide a bright future for you and your family. now i also believe in addition to energy that we have an opportunity to create more jobs by selling our goods and services abroad so i want to open up more trade with other nations and china is stealing jobs unfairly i'll crack down on china. number three, number three, i want to make sure that our people have the skills they need to succeed, so we have a lot of government training programs. and that's all
i believe within eight years america, north america rather should be energy independent and that want requires all those source of energy. and that will keep the price at the pump moderated. means good jobs for americans. it's been calculated if we're serious about energy, really take advantage of the energy resources we have, that you're going to create some 3.5 to 4 million jobs. i know right now you're thinking about one job. your job. i'm thinking about your job as well. person by person....
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Oct 12, 2012
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. >>> chairman of pilot flying j, the biggest operator of travel centers in north america. he is also the new owner of the cleveland browns, by the way. thank you very much for joining us. diesel crisis remains high. how much is this going to trickle down through the rest of the economy? >> you know, we think it is already having an effect, brian. i just returned, your timing for this is perfect. i just returned from the american trucking association meeting in las vegas. i was talking to all our trucking company customers. it was a pretty somber group of individuals we were talking to. we were talking to individuals who ran trucking companies who had 15,000 trucks all the way down to guys who had 100 trucks. it's not as bad as '08. the last couple of months have really softened up in the truck load sector which tells us that retail, manufacturing, et cetera, are also softening up. >> who do they plablame, jimmy? >> i don't know if they blame anyone. they're like us, just trying to work hard to get the best return on their investment that they can in their companies. i thin
. >>> chairman of pilot flying j, the biggest operator of travel centers in north america. he is also the new owner of the cleveland browns, by the way. thank you very much for joining us. diesel crisis remains high. how much is this going to trickle down through the rest of the economy? >> you know, we think it is already having an effect, brian. i just returned, your timing for this is perfect. i just returned from the american trucking association meeting in las vegas. i was...
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Oct 8, 2012
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. >>> and new territory for north america's largest home security company. it's been a little more than a week since adt was spun off from ty tyco. one last look at the futures. a little bit of a pullback here at the open. much more "squawk on the street" straight ahead. i gave birth to my daughter on may 18th, five days later, i had a massive heart attack. bayer aspirin was the first thing the emts gave me. now, i'm on a bayer aspirin regimen. [ male announcer ] be sure to talk to your doctor before you begin an aspirin regimen. [ woman ] learn from my story. >>> what a week it's going to be. a vice presidential debate, we have earnings, we have data and the mad dash. we're going to start it off with netflix. >> how do you like this? morgan stanley says it's actually gotten cheap, don't worry about the amazon competition. a major shorted stock, carl, with a major firm getting behind it. it has lagged dramatically. 24 one's going to have a couple of day move. >> part of the call here -- this is dewitt, the idea that amazon can't afford to go into a stand-alo
. >>> and new territory for north america's largest home security company. it's been a little more than a week since adt was spun off from ty tyco. one last look at the futures. a little bit of a pullback here at the open. much more "squawk on the street" straight ahead. i gave birth to my daughter on may 18th, five days later, i had a massive heart attack. bayer aspirin was the first thing the emts gave me. now, i'm on a bayer aspirin regimen. [ male announcer ] be sure to...
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Oct 19, 2012
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. >>> and we continue our "what's working" series with the head of north america investments for citi private bank, a group that advises a third of the world's billionaires. it's friday the 19th, the 25st anniversary of the 1987 market crash. the third hour of "squawk box" starts right now. ♪ ♪ here she comes now saying money, money ♪ >>> mcdonald's is down about $2.36 after a four-cent miss on the bottom line, $1.43 versus $1.47 although things were okay on the top line, revenue was actually above expectations or at least in line, 7.2 billion versus 7.14. the company goes on to say that we expect the near term top and bottom line growth to remain challenging and foreign currency contributed to this, eight cents, right to the bottom line. >> eight cents, maybe more than analysts expected. because i was surprised with the google news to hear currency was a bigger swing than what analysts expected. you could back that out and figure it out but i don't see anything else in here that would show why they would miss by such a large margin. same-store sales we have. >> global comps up
. >>> and we continue our "what's working" series with the head of north america investments for citi private bank, a group that advises a third of the world's billionaires. it's friday the 19th, the 25st anniversary of the 1987 market crash. the third hour of "squawk box" starts right now. ♪ ♪ here she comes now saying money, money ♪ >>> mcdonald's is down about $2.36 after a four-cent miss on the bottom line, $1.43 versus $1.47 although things were...
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Oct 16, 2012
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i don't see any outlook. >> north america was up 2%. did you already say that? >> i did, versus 1.1 estimate, and then revenue just slightly below, the currency represented a 5% head wind on third quarter comparable revenue. >> we knew that was going to be an issue because companies that do a lot of business overseas is strong. >> 5% on revenue, 7% head wind on net income, sorry, operating income. operating income. pacific case volume up 3%, that's below. they were looking for 6.1. now it's only 3, so where is that? that's probably -- >> what number is that? >> pacific. >> up 6.1 was the estimate. >> it was up three. eurasia and africa was up 11, that was above estimates, up nine. >> mukdar kin is making interesting comments. he says you look at what's happening around the globe and there's volatility in the worldwide economy. we have been able to crack the calculus for growth in the environment by investing in our system and our brands to ensure our global portfolio is more relevant and healthier today than it has been. interesting, just the comment that they'v
i don't see any outlook. >> north america was up 2%. did you already say that? >> i did, versus 1.1 estimate, and then revenue just slightly below, the currency represented a 5% head wind on third quarter comparable revenue. >> we knew that was going to be an issue because companies that do a lot of business overseas is strong. >> 5% on revenue, 7% head wind on net income, sorry, operating income. operating income. pacific case volume up 3%, that's below. they were...
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Oct 4, 2012
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in north america, we've got building demand from corporate travelers, from group business and from leisure travelers and we've got really low supply. you combine those two things and you've got continued growth in same store sales and you see increasingly that's shifting toward rate growth versus occupancy growth. >> but how do you -- >> not withstanding all the anxiety -- go ahead. >> i didn't mean to interrupt you. in the next few weeks you're going to try to lock down the rates. the occupancy has looked a little soft yesterday and the per deems from the government which are 5% of your business are also not helping at the moment. what sort of rates do you think you'll be able to strike for 2013? >> well, we think most of our corporate accounts, the rates should be up in the high single digits. now, part of that, to be fair, is going to be a mixed shift. so some of our lower corporate accounts we probably will get rid of and move increasingly toward the higher priced accounts. it won't surprise anybody that the government is trying to cut some costs. one of the things they did just a mont
in north america, we've got building demand from corporate travelers, from group business and from leisure travelers and we've got really low supply. you combine those two things and you've got continued growth in same store sales and you see increasingly that's shifting toward rate growth versus occupancy growth. >> but how do you -- >> not withstanding all the anxiety -- go ahead. >> i didn't mean to interrupt you. in the next few weeks you're going to try to lock down the...
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Oct 26, 2012
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they're only doing one stop in north america, so if you want to get involved, newark, new jersey, stub hub has tickets on sale that range from $310 all the way up to $6,000. and that's this week. kelly will be back next week. clocks change here in europe, so only one hour of "worldwide exchange" next week. it will start from 5:00 eastern. "squawk box" is under way next. >>> apple posts a rare earnings miss while amazon report as quarterly loss for the first time in nearly a decade. beijing blasts a "new york times" story about the family of china's prime minister wen getting rich while he's been in power. and hurricane sandy remains on track to slam the east coast. it's friday, october 26th, 2012. and "squawk box" begins right now. >>> good morning. welcome to "squawk box." i'm becky quick along with joe kernen and andrew ross sorkin. and it is another big day. the nation will be getting the first read on third quarter gdp at 8:30 a.m. eastern. we're also going to be talking growth, fiscal cliff, the fed and more with larry summers. that's at 6:30 a.m. we'll talk about rising above the
they're only doing one stop in north america, so if you want to get involved, newark, new jersey, stub hub has tickets on sale that range from $310 all the way up to $6,000. and that's this week. kelly will be back next week. clocks change here in europe, so only one hour of "worldwide exchange" next week. it will start from 5:00 eastern. "squawk box" is under way next. >>> apple posts a rare earnings miss while amazon report as quarterly loss for the first time in...
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Oct 2, 2012
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and less than 20 in north america. the second key point is these great snacking categories. you may know snacki ining as a behavior is growing. and we have strong leadership positions with iconic brands like cadbury that we can really lempg leverage to our advantage. sg sg >> the snack business is big in asia and getting bigger and that seems to be where the major growth potential is. so walk down the road with me on this one. if you look at the list of the top ten snack foods severals ll china, they're still dominated by chinese companies rather than kraft or nestle or pepsico. so how do you make this story more exciting for investors rather than, you know, us dwelling on an issue of corporate division at this stage? >> well, as i said earlier, the snacking categories for starters are agreeing much faster than nonsnacking. so it's a great place for a company to be. on top of that, i think given our strong positions in these categories, we'll take china as your example, in china, we have over an $800 million business. it is rooted iniscuit business, oreo is now the number on
and less than 20 in north america. the second key point is these great snacking categories. you may know snacki ining as a behavior is growing. and we have strong leadership positions with iconic brands like cadbury that we can really lempg leverage to our advantage. sg sg >> the snack business is big in asia and getting bigger and that seems to be where the major growth potential is. so walk down the road with me on this one. if you look at the list of the top ten snack foods severals ll...
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Oct 4, 2012
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marriott swings to a third quarter profit of continued strength in north america and higher room rates, too. pricing power is improving as occupancy levels start to peak. the company narrowing its full year earnings, however fourth quarter forecasts below analyst expectations. looking at the stock, up by over 2%, 2.3% almost in the german listing today. so let's give and you quick look at what's going on in the u.s. weekly jobless claims out at 8:30 eastern. forecast to rise by 10,000 to a total of 369,000. at 10:00, we'll get august factory orders expected to drop 6%. at 2:00, minuteses from the fed meeting will be released. james bullard is in memphis, tennessee to speak about the economy and monetary policy at 7:45 eastern. now still to come on the show, results of spain's latest bond auction are in. we'll have the details live from madrid. >>> another quick dar around sh markets. the markets in the u.s. expected to open a little bit higher. implied open for the s&p and nasdaq 2 or 3 points to the good. dow jones up by 35 or so. european equity trade, things actually deteriorated si
marriott swings to a third quarter profit of continued strength in north america and higher room rates, too. pricing power is improving as occupancy levels start to peak. the company narrowing its full year earnings, however fourth quarter forecasts below analyst expectations. looking at the stock, up by over 2%, 2.3% almost in the german listing today. so let's give and you quick look at what's going on in the u.s. weekly jobless claims out at 8:30 eastern. forecast to rise by 10,000 to a...
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Oct 25, 2012
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america and continental europe. credit suisse up, daimler down. we'll get into those stocks in a few moments time. but let's show you gilt yields rising this morning. they have been rising after stronger than expected growth number. olympic ticket sales helping in the third quarter as well as the fact we had a bounce back from a weak third quarter. second quarter, as well. but nevertheless strongest quarterly gain in five years. yields on spain and italy lower this morning. 4.79 for italy, 5.53% for spain. let's show you sterling-dollar. 1.6120. now bank of england may not extend quantitative easing promise in november. aussie dollar firmer again nearly back up to 1.04. euro-dollar back up to 1.30. so that's where we stand right now in europe. let's get the update on the asian trading session. >> greater china markets underperformed the rest of asia. pboc has drained liquidity for the second straight week. this signals the central bank may not ease further in the near term especially after recent promising data. the
america and continental europe. credit suisse up, daimler down. we'll get into those stocks in a few moments time. but let's show you gilt yields rising this morning. they have been rising after stronger than expected growth number. olympic ticket sales helping in the third quarter as well as the fact we had a bounce back from a weak third quarter. second quarter, as well. but nevertheless strongest quarterly gain in five years. yields on spain and italy lower this morning. 4.79 for italy,...
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Oct 17, 2012
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saw particular weakness in north america. ibm says business became more challenging in september, but is confident deals will be completed in the fourth quarter. >> the chip maker issued a weak fourth quarter outlook as it continues to feel the impact of the slumping pc market. intel plans to take half a billion dollars in charges for excess capacity, as consumers shift spending towards tablets and businesses, cut spending on computers. >> it's pretty similar to what we saw in q-3. a little less than seasonal, but some growth. our expectation based on the order patterns that we're seeing from our customers is that they'll continue to manage things very cautiously. >> intel shares have spread 2.7% in frankfurt trade this morning. >> shares in asml holdings are trading sharply lower. the semiconductor equipment maker announced it's buying the u.s. group. below estimates for the third quarter. the group says that q-4 sales will also be towards the low end of expectations. >> pandit's departure at citigroup has taken most by surp
saw particular weakness in north america. ibm says business became more challenging in september, but is confident deals will be completed in the fourth quarter. >> the chip maker issued a weak fourth quarter outlook as it continues to feel the impact of the slumping pc market. intel plans to take half a billion dollars in charges for excess capacity, as consumers shift spending towards tablets and businesses, cut spending on computers. >> it's pretty similar to what we saw in q-3....
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Oct 12, 2012
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a five-point plan, get america energy independent in north america by the end of the decade, help people hurting get the skills they need to get the jobs they want, get this deficit and debt under control to prevent a debt crisis, make trade work for america to make more things in america and sell them overseas and champion small businesses. don't raise taxes on small businesses bus they're our jobts creators. talks about detroit, mitt romney is a car guy. they keep misquoting him. let me tell you about the mitt romney i now. this is a guy who i was talking to a family in north borrow, massachusetts, the other day, cheryl and mark nixon, their kids were hit in a car crash four of them two of them rob and reid, were paralyzed. the romneys didn't know them. they went to the same church, never met before. mitt asked if he could come over on christmas. he brought his boys, his wife, and gifts. later on he said i know you're struggling, mark, don't worry about their college, i'll pay for it. when mark told me this story, mitt romney doesn't tell these stories, the nixons told this story. he s
a five-point plan, get america energy independent in north america by the end of the decade, help people hurting get the skills they need to get the jobs they want, get this deficit and debt under control to prevent a debt crisis, make trade work for america to make more things in america and sell them overseas and champion small businesses. don't raise taxes on small businesses bus they're our jobts creators. talks about detroit, mitt romney is a car guy. they keep misquoting him. let me tell...